Estate Planning

A last will and testament is a legal document that defines where your property, like money and personal items, will go after your death. In this form, you name a trusted executor to fulfill your wishes. You can also leave items to certain people or charities and ensure your children have legal guardians.

A power of attorney gives you the ability to choose someone you trust to make decisions and handle important tasks on your behalf. This person, known as your “agent” or “attorney-in-fact,” can help with financial transactions, healthcare decisions, or other personal matters based on your needs.

A revocable living trust form is a document that creates a legal entity (called a trust) to hold assets like real estate, money, and valuables. The trust lets you manage these assets and nominates a trusted person to take over if you can’t act for yourself. It’s a more flexible option than a last will, as it allows asset management during your lifetime.

An advance directive is a legal document that declares what medical treatment you want if you can’t communicate. It informs healthcare professionals and loved ones of your preferences. It’s a great tool for planning ahead, as you can dictate your medical care for when you’re unconscious or otherwise unable to act.